UHNW Wealth Strategy Leader (Hybrid)

Wilmington Trust; Washington (District of Columbia); Hybride; USD 154 000 - 270 000; Plein temps

Résumé du poste

Wilmington Trust seeks a Senior Wealth Strategist to serve ultra‑high‑net‑worth families with complex estate and tax planning needs. This role partners with wealth advisors, attorneys, CPAs, and fiduciaries to deliver integrated strategies and protect wealth across generations.

You will manage a portfolio of about 50 affluent families, translating technical concepts into actionable guidance, author thought leadership, and contribute to client seminars and advisory programs.

Qualifications

• Experience with high-net-worth individuals and families, including closely-held business owners.
• Strong knowledge of estate planning, fiduciary services, and tax planning.
• Ability to translate complex technical concepts into practical guidance and actionable solutions.

Responsabilités

• Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10MM to $50MM+ in net worth.
• Develop and implement sophisticated estate, trust, tax, wealth transfer, business succession, and asset protection strategies.
• Review existing estate planning structures and identify opportunities to enhance wealth preservation and transfer outcomes.
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions.
• Serve as a subject matter expert on fiduciary, trust, estate, and wealth transition matters.
• Conduct research and provide technical guidance on complex planning issues.
• Author thought leadership content and participate in client seminars, educational events, and professional advisor programs.
• Manage ongoing planning relationships for a select group of approximately 50 affluent families.

Connaissances

Estate planning

Wealth management

Tax planning

Client advisory

Relationship management

Project management

Formation

JD/LLM/MBA

Bar admission

CPA (Federal Taxation/Estate Planning)

Description du poste

Wilmington Trust seeks a Senior Wealth Strategist to serve ultra‑high‑net‑worth families with complex estate and tax planning needs. This role partners with wealth advisors, attorneys, CPAs, and fiduciaries to deliver integrated strategies and protect wealth across generations.

You will manage a portfolio of about 50 affluent families, translating technical concepts into actionable guidance, author thought leadership, and contribute to client seminars and advisory programs.